See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $22,767 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 55 COMMUNITY DRIVE, SUITE 401 · BURLINGTON, VT 05403 | Accounting | $18,446 |
INFINEX INVESTMENTS INC5 years Filed as: INFINEX INVESTMENTS, INC. Service code 27 289 N MAIN ST. · BARRE, VT 056414108 | Advisory (Plan) | $13,512 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,158 | $82,274-17.2% | $152,466-55.3% | $79,386-14.1% |
| Participation rate | 89.2% | 76.4%+12.8pp | 78.2%+11.0pp | 70.7%+18.5pp |
| Annual return | 14.24% | 7959.84%-7945.6pp | 757.33%-743.1pp | 116.85%-102.6pp |
| Employer contribution / active EE | $343 | $3,613-90.5% | $4,327-92.1% | $2,427-85.9% |
| Participant deferral / active EE | $2,373 | $4,969-52.2% | $5,820-59.2% | $4,046-41.3% |
| Admin fee / account holder | $394 | $632-37.7% | $15,805-97.5% | $626-37.2% |